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Financial Services

Personal Financial Planning

Ed Jenkins is a member of the AICPA Personal Financial Planning Division and he follows those well-established best practices in the conduct of his personal financial planning practice. Here are some of the topics we can help you with:

  • Pre-marriage financial planning
  • Retirement planning
  • Estate and gift tax planning
  • Cash flow planning and personal budgeting
  • College savings planning
  • Insurance planning
  • Personal accounting systems with Quicken brand software